Voluntarias Savvy Ladies
Melissa Walsh, CFA, CFP, AIF
Biografía del voluntario
Melissa Walsh, CFA, CFP, AIF is the Founder and President of Clarity Financial Design, a financial planning firm specializing in helping women dream big, plan carefully, and stay focused on their financial purpose. With expertise in investment management and financial planning, Melissa supports her clients across all aspects of their financial lives, including retirement planning, estate planning, tax planning, charitable giving, and business growth and succession strategies.
Áreas de especialización (especificadas por el voluntario)
Retirement planning, estate planning, tax planning, charitable giving, and business growth and succession strategies.
Spanish 
English